How to add a new product

How To

How do I add a new product manually?

Follow these steps

  1. Select Products > List.
  2. Select Action > New Product.
  3. On the Basic Information tab, enter the following:
    • Enter the Product Code. This required field is usually the CSPC, SKU, or PLU used by the supplier. If there is no product code, you must make one up using letters and numbers.
    • Enter a Product Name. This required field appears in a lot of places including invoices, labels, and on the POS, so make it concise but descriptive. (ex. Bud Shot 6 Cans 236 mL, J Lohr Cabernet Sauvignon 750 mL)
    • Select the product's Size. For information on creating a new size, see How to add a new size.
    • Where appropriate, choose Category, Subcategory, and/or Subsubcategory. For information about creating new categories, see How to create or edit a category.
    • To attach a container deposit, select the Deposit from the dropdown menu to add the corresponding deposit. For a deposit product to be automatically added, you must ensure that Auto Deposit is checked.
    • Select whether the product Is Active,Is Inventoried, Is For Sale, Apply Tax to Product, Gift Card Product. Please note: In order for a Product to be set inactive, the quantity on hand must be 0.
  4. On the Ordering tab, enter the following:
    • If you would like to automatically generate purchase orders based on minimum quantities, enter the Minimum Desired Quantity you would always like to have on hand. This way, GlobalTill can order up to this number plus outstanding customer orders.
    • Select a Default Supplier from the dropdown. Don't have a supplier? Create a fake or Miscellaneous supplier. For more information, see this article. (Required)
    • Select the Default Units Per Case. This number is used to know how many items are in a case when you buy it from the supplier. It is also used to calculate unit costs in some cases. (Required)
    • Ordering Multiplier. This is used when generating Purchase Orders if you are required or would like to order in specific multiples. For example, some suppliers may require you to order a certain number of units of a product at one time. (Required)
    • Do Not Reorder allows you to keep a product active and continue selling it, but will prevent it from getting automatically ordered when you generate a PO.
  5. From the Pricing tab, enter the following:
    • Enter a selling price in Unit Sell. This should be your regular retail price (without tax & deposit).
    • Enter a Unit Cost. If you plan to sell this product without first entering a supplier invoice for it, it is usually a good idea to set a unit cost so that your profit calculations are accurate. Otherwise, this value will get automatically updated when you Post & Receive a Supplier Invoice.
    • Select a Retail Pricing Rule. If you use GlobalTill's retail pricing, this will be the rule to calculate all future retail prices. Leave Apply Pricing Rules selected so that the rule will take effect.
    • Unselect Allow Product to be Discounted if you never want it to discount (even when a customer would otherwise receive a discount with a price book).
    • Use the Order tab is for GlobalTill Customer Ordering Portal clients only. The portal controls whether the product is accessible via the Customer Ordering Portal. If unchecked, your wholesale customers will not be able to search or see the product on their order lists. For non-integrated suppliers, you can force the product to always show in stock, out of stock, or unknown.
  6. On the Other tab, fill out the following: These depend on your industry
    • Product Brand - Product Brand
    • Other Category - This is an alternate category that is not tied to Category, Sub Categories, or Sub Categories.
    • Equivalent Grams - if the product needs to be converted to equivalent grams
    • Product Shelf Location One and Shelf Description Two - to specify a shelf location
    • Add a Shipping Weight if you need to report on and calculate shipping rates for physical products (particularly useful for Shopify integration customers).
    • Extra Description One - extra text-based product description lines
    • Extra Description Two - extra text-based product description lines
    • Extra Numeric Description One - extra numeric-based product description lines
    • Extra Numeric Description Two - extra numeric-based product description lines
    • Child Product - If you are running a supported version of the POS child product will have a secondary button activate when the item is scanned at the POS and allow you to sell the child product instead of the parent product. It’s useful for allowing the primary product to be a 6 pack for example, and have the child product to be the single can - so stores can sell both even when only the parent product has the barcode.
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